bullish

[Blue Lotus Daily - TMT Update]: 700 HK/3690 HK/JD/VIPS/1519 HK/BABA/PDD/ZTO/600233 CH/002120 CH

65 Views12 Jan 2024 12:37
SUMMARY
  • JD/VIPS/1519.HK/BABA/PDD/ZTO/600233 CH/002120 CH/002468 CH: Beijing parcel deliveries impacted by regulations on three-wheel cars (+/+/-)
  • 700 HK: ByteDance in Talks with Tencent on Gaming Business Acquisition and Enhanced Cooperation(+)
  • 3690 HK/ByteDance: Douyin local life is testing “free trial”, accumulating graphic and text content.(-)
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Blue Lotus Research Institute
China growth and global non-US Internet equities
Hong KongInformation Technology & Consumer DiscretionaryEquity Bottom-UpThematic (Sector/Industry)
  • [Blue Lotus Daily - TMT Update]: 700 HK/3690 HK/JD/VIPS/1519 HK/BABA/PDD/ZTO/600233 CH/002120 CH
    12 Jan 2024
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